See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,511 | $97,744-92.3% | $103,476-92.7% | $145,922-94.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 22.10% | 25.41%-3.3pp | 23.90%-1.8pp | 561.29%-539.2pp |
| Employer contribution / active EE | $2,832 | $4,677-39.4% | $4,672-39.4% | $4,660-39.2% |
| Participant deferral / active EE | $5,498 | $6,603-16.7% | $6,623-17.0% | $6,688-17.8% |
| Admin fee / account holder | $3,692 | $12,515-70.5% | $9,413-60.8% | $13,397-72.4% |